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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,665 | $42,909+50.7% | $60,906+6.2% | $68,486-5.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -8.70% | -13.99%+5.3pp | 16.94%-25.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $2,898 | $1,979+46.5% | $2,703+7.2% | $2,597+11.6% |
| Participant deferral / active EE | $3,428 | $2,866+19.6% | $3,814-10.1% | $4,028-14.9% |
| Admin fee / account holder | $4,029 | $3,104+29.8% | $3,227+24.9% | $5,404-25.4% |